Accounting & Finance Fundamentals

Learn how to track your financial activities and choose an accounting method that works for you. Create a bookkeeping calendar to schedule critical tasks and implement a system to manage source documents, such as invoices and receipts.

The “Big 3” Financial Statements

With accounting software it’s easier than ever to create financial statements for your business. Understanding those statements is another story. You’ll prepare a balance sheet, an income statement, and a cash flow statement and learn how to use them to understand the financial health of your business.

Plan for your Future

Making a plan is the key to your financial freedom. Create a budget to plan for your business’s future, design a strategy to reinvest business profits, use tax tips to save your business money this year and beyond, and learn how to implement a retirement plan for you and your employees.